Alexander Gunbymerriman
Alexander Gunbymerriman is a registered investment advisor at Valor Investments and Planning LLC, based in Easton, PA, with 2 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 242 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Valor's advisory fee is negotiable and limited to a maximum of 1.20% for Schwab accounts and up to 1.0% for AssetMark accounts. Total client fees including platform and third-party managers will not exceed 1.95% annually for Schwab and 1.85% for AssetMark.
Fee Estimator
Location
109 N. 4th Street, Suite 1, Easton, PA, 18042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Valor Investments and Planning LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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